KMT Wealth Management, LLC reported 5 positions worth $1.74M for the quarter ended Mar 31, 2026, down 33.0% on the prior quarter. It opened 0 new positions, added to 0, trimmed 4 and exited 1. Its largest holding is Microsoft Corp at 31.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AMZN Amazon Com Inc | -906 | $209.12K | 8.06% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 1,484 | $549.33K | 31.61% | -140 | -8.6% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 1,949 | $494.64K | 28.46% | -350 | -15.2% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 1,405 | $245.03K | 14.1% | -845 | -37.6% | Reduced | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 790 | $244.51K | 14.07% | -200 | -20.2% | Reduced | 0% |
| 5 | HD Home Depot, Inc. | Consumer Discretionary | 621 | $204.24K | 11.75% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Kmt Wealth Management.
As of its Q1 2026 13F filing, KMT Wealth Management, LLC’s five largest positions were Microsoft Corp (MSFT) at 31.6%, Apple Inc. (AAPL) at 28.5%, Nvidia Corp (NVDA) at 14.1%, Broadcom Inc. (AVGO) at 14.1%, Home Depot, Inc. (HD) at 11.8% of the reported portfolio.
KMT Wealth Management, LLC reported a 13F portfolio worth $1.74M across 5 positions for Q1 2026. That is down 33.0% from the previous quarter.
Its largest sales by value were Amazon Com Inc ($209.12K), Nvidia Corp ($147.37K), Apple Inc. ($88.83K). It exited 1 positions entirely.
From the Form 13F-HR reports KMT Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.